Assets by plan
Share of aggregate retirement assets
- UNIT 401K PLAN (#003)$14.6M
Filings through .
Fresh Direct Holdings, Inc.
EIN 11-3576952Management of Companies and EnterprisesLatest filing 2025
Plans
4
Retirement
3
$82.3M assets
Health & Benefits
1
$866K premiums
Participants
6,249
2 ST. ANN'S AVENUE - BRONX, NY 10454718-928-1000
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $82.3M assets / 3,849 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $866K premiums / 644 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$436K
- Other$395K
- Dental$262K
- Vision$262K
- Short-term disability$209K
- Long-term disability$209K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FRESH DIRECT 401(K) PLAN
401(k)
Assets$48.8M
Participants1,196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UTF TRUCKING BARGAINING UNIT 401K
401(k)
Assets$18.9M
Participants1,097
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FRESH DIRECT BARGAINING UNIT 401K PLAN
401(k)
Assets$14.6M
Participants1,556
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
FRESH DIRECT HOLDINGS, LLC HEALTH AND WELFARE PLAN MEDICAL
Mixed - ANTHEM BLUE CROSS
Premiums$866K
Covered lives644
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FRESH DIRECT 401(K) PLAN | 401(k) | $48.8M | 1,196 | 2025 |
| #002 | UTF TRUCKING BARGAINING UNIT 401K | 401(k) | $18.9M | 1,097 | 2025 |
| #003 | FRESH DIRECT BARGAINING UNIT 401K PLAN | 401(k) | $14.6M | 1,556 | 2025 |
- FRESH DIRECT 401(K) PLAN$48.8M#001 · 401(k) · 20251,196
- #002 · 401(k) · 20251,097
- #003 · 401(k) · 20251,556
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | FRESH DIRECT HOLDINGS, LLC HEALTH AND WELFARE PLAN MEDICAL | Mixed | ANTHEM BLUE CROSS | $866K | 644 | 2024 |
- #505 · Mixed · ANTHEM BLUE CROSS · 2024644
Retirement plans
Health & Benefits plans